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Find a Financial Advisor in Spokane

Fulcrum Financial Group, a financial advisor group in Spokane, was founded over two decades ago. As a financial advisor in Spokane, this company would go beyond traditional wealth management, solving people’s unique money problems while helping them live their ideal lives.

Over the years, our team has grown to become a close-knit group of intelligent, compassionate individuals with over 5 decades of collective experience. We enjoy collaborating to address the complexities of your wealth—and as a financial advisor in Spokane, serving you and your family with the kind of thoughtfulness and empathy you deserve.

Meet the Team

Travis Messinger, CFP®, CEPA®

Wealth Advisor

Travis Messinger, CFP®, CEPA®

Wealth Advisor

(509) 747-2075

tmessinger@fulcrumfinancialgroup.com

An Eastern Washington native, Travis obtained his degree in Economics with an emphasis in Financial Markets from Washington State University.

Soon after getting married, and upon becoming debt-free, Travis’ bride recalled his thoughtful analysis and the steps he took to expedite the payoff. With this in mind, she encouraged him to transition his career from traditional banking to financial planning.

Travis and his high school sweetheart, Michelle, enjoy raising their daughter and son at their country home in the Palouse.

Travis joined the Fulcrum Financial Group team in September 2016 as an Investment Advisor Representative of LPL Financial, currently holding securities registrations of the Series 7 and 66 through LPL Financial, as well as life and health insurance licensing. Travis is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor™.

It is a privilege to serve our clients - whether it be saving for retirement, leaving a legacy for future generations, or achieving all the financial goals in between.

I look forward to helping you pursue your financial vision.

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Jonna Damiano, RICP®, CDFA®

Wealth Advisor

Jonna Damiano, RICP®, CDFA®

Wealth Advisor

509-747-2075

jdamiano@fulcrumfinancialgroup.com

Born and raised in Spokane, Jonna graduated from Eastern Washington University with a degree in Finance. She began her career as a Financial Advisor shortly after graduation in 1996.

She loved the idea of creating solutions for people and building valuable, long-term relationships. Following her clients’ life paths and researching the numerous financial products and concepts that fit their situation best makes her career so rewarding for Jonna.

As an Advisor, Jonna holds the securities registrations 7 and 65 through LPL Financial as well as insurance licenses. She earned her Retirement Income Certified Professional (RICP®) designation in October 2015 and her Certified Divorce Financial Analyst (CDFA®) in 2024.

Jonna is married with 3 children: A daughter who is attending WSU, and two boys in high school. Attending their football games and other activities keeps their family busy. She has previously been a board member for Boys and Girls Clubs and their high school booster club.

They also love to spend time at the family lake cabin, avid sports fans, and attending many country concerts.

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Vian Tallo

Client Service Associate

Vian Tallo

Client Service Associate

858-779-5054

Vian.Tallo@lplfinancial.com

Vian Tallo has been with LPL Financial for more than 14 years, building deep expertise through her extensive tenure in the Service Center. During this time, she developed strong knowledge across a wide range of operational areas, including new accounts, account transfers and more. In late 2025, Vian transitioned to the Centralized Admin team as a Client Service Associate.

Vian holds a bachelor's degree in Business Management from San Diego State University. Outside of work, she enjoys spending time with her family, including her two middle-school aged daughters. Vian looks forward to delivering exceptional service in her role as Client Service Associate for Fulcrum Financial.

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Analisa Mendez

Client Service Associate

Analisa Mendez has over 10 years experience with LPL Financial, building a strong foundation as an Account Transfer Specialist and developing strong operational expertise. In mid-2025, Analisa transitioned to the Centralized Admin team, where she continues to leverage her operational expertise to support our team and enhance overall efficiency.

Analisa was born and raised in San Diego and is a proud mother of two - a son who is in college and a daughter who is in high school. In her free time, she enjoys attending her daughter’s volleyball games, road trips with her children and relaxing on the beach with a good book.